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MinichMacGregor Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-151
Closed -$20.1K – 646
2022
Q4 		$20.1K Buy
+151
New +$20.5K 0.01% 318

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MinichMacGregor Wealth Management's VXF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2023, closing a stake of 151 shares — an estimated $20.1K sold.

MinichMacGregor Wealth Management first reported a position in VXF in Q4 2022 and held it in 1 quarter. The position peaked at $20.1K in Q4 2022. 661 funds tracked by Wall St. Rank hold VXF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 151 Vanguard Extended Market ETF shares in Q1 2023, an estimated $20.1K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Vanguard Extended Market ETF position peaked at $20.1K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.